Schroder Investment Management Group

Schroder Investment Management Group Portfolio holdings

AUM $128B
1-Year Est. Return 29.36%
This Quarter Est. Return
1 Year Est. Return
+29.36%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$77.1B
AUM Growth
+$9.93B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,318
New
Increased
Reduced
Closed

Top Buys

1
+$480M
2
+$347M
3
+$303M
4
META icon
Meta Platforms (Facebook)
META
+$206M
5
GOOGL icon
Alphabet (Google) Class A
GOOGL
+$181M

Top Sells

1
+$131M
2
+$130M
3
+$128M
4
GOOG icon
Alphabet (Google) Class C
GOOG
+$122M
5
MS icon
Morgan Stanley
MS
+$108M

Sector Composition

1 Technology 27.23%
2 Consumer Discretionary 14.46%
3 Financials 11.96%
4 Healthcare 11.35%
5 Communication Services 8.63%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
751
$4.23M 0.01%
+18,300
752
$4.21M 0.01%
+91,500
753
$4.2M 0.01%
46,180
-82,527
754
$4.17M 0.01%
21,902
+5,815
755
$4.16M 0.01%
+180,000
756
$4.11M 0.01%
375,574
+278,162
757
$4.1M 0.01%
+1,926,000
758
$4.08M 0.01%
34,924
+7,051
759
$4.07M 0.01%
65,195
-7,640
760
$4.05M 0.01%
+127,300
761
$4.03M 0.01%
26,947
-365,967
762
$3.97M 0.01%
27,854
-251,815
763
$3.91M 0.01%
70,827
-234,772
764
$3.9M 0.01%
44,368
+2,693
765
$3.9M 0.01%
41,681
+24,849
766
$3.86M 0.01%
64,288
-6,570
767
$3.84M 0.01%
7,843
-3,229
768
$3.84M 0.01%
+121,475
769
$3.8M ﹤0.01%
40,743
+14,114
770
$3.79M ﹤0.01%
265,401
-32,113
771
$3.76M ﹤0.01%
113,559
-4,283
772
$3.71M ﹤0.01%
45,191
+39,310
773
$3.69M ﹤0.01%
65,800
774
$3.67M ﹤0.01%
41,984
+1,484
775
$3.59M ﹤0.01%
140,257
-3,833
29 30
31
32 33